Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,058 | $160,028-86.2% | $147,080-85.0% | $145,884-84.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.66% | 98.60%-83.9pp | 420.17%-405.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,095 | $5,286-60.4% | $4,933-57.5% | $4,662-55.1% |
| Participant deferral / active EE | $6,879 | $8,422-18.3% | $8,066-14.7% | $6,690+2.8% |
| Admin fee / account holder | $875 | $15,030-94.2% | $12,989-93.3% | $13,392-93.5% |